Exporting your active work order backlog or compliance history is critical for safety audits, contractor performance reviews, and long-term diagnostic planning.
Step-by-Step Instructions
Navigate to the Work Orders page from the left navigation sidebar.
(Optional) Apply active filters to your table (such as filtering by a specific Location or selecting Overdue tasks). The export tool will automatically match and export only your active filtered list.
Locate the More actions button (⋯) in the top-right toolbar of the table.
Click the button and select your export type from the dropdown:
Export Active View: Compiles a CSV of your primary table columns (Title, Priority, Status, Assignees, Due Date).
Export Execution History: Compiles a comprehensive CSV detailing the completion timestamps of every checklist task, logged time log entry, and diagnostic assessment answer.
A green browser notification appears, confirming: "Processing your request. A notification will be sent to you when the export is ready."
Once the background process is complete, an in-app notification appears in your dashboard header.
Click the notification (or click your notifications inbox) and click the secure download link.
The CSV spreadsheet downloads immediately to your browser.
See Also
How to Filter Work Orders & Manage Saved Views
How to Generate Reports on Work Order Data